Purchases and Sales Made in Q4 2022 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q4 2022. The information is specifically focused on institutions that hold shares of Bank of America Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Kidder Stephen W
|
SELL
|
- |
-100- 0.32% |
$2.98K - $3.84K
|
30.8K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 0.55% |
$2.98K - $3.84K
|
18.2K
$851K
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-100- 0.02% |
$2.98K - $3.84K
|
575K
$26.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Schulhoff & CO Inc
|
SELL
|
- |
-101- 0.27% |
$3.01K - $3.88K
|
37.3K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-102- 1.77% |
$3.04K - $3.92K
|
5.66K
$265K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-105- 0.51% |
$3.13K - $4.03K
|
20.4K
$958K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-111- 3.64% |
$3.3K - $4.26K
|
2.94K
$138K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-112- 9.64% |
$3.33K - $4.3K
|
1.05K
$49.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-114- 1.02% |
$3.39K - $4.38K
|
11.1K
$520K
|
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
SELL
|
- |
-119- 0.64% |
$3.54K - $4.57K
|
18.5K
$867K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-125- 1.45% |
$3.72K - $4.8K
|
8.52K
$399K
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-127- 0.37% |
$3.78K - $4.88K
|
34.5K
$1.61M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-128- 1.21% |
$3.81K - $4.92K
|
10.4K
$489K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-128- 1.51% |
$3.81K - $4.92K
|
8.36K
$392K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-130- 0.62% |
$3.87K - $4.99K
|
20.8K
$976K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-131- 39.58% |
$3.9K - $5.03K
|
200
$9.37K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-133- 0.81% |
$3.96K - $5.11K
|
16.3K
$763K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-135- 47.7% |
$4.02K - $5.19K
|
148
$6.93K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-136- 1.38% |
$4.05K - $5.22K
|
9.72K
$455K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-140- 0.7% |
$4.17K - $5.38K
|
19.9K
$933K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-141- 0.2% |
$4.2K - $5.42K
|
71.2K
$3.34M
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-143- 0.32% |
$4.26K - $5.49K
|
44.1K
$2.07M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-144- 0.62% |
$4.29K - $5.53K
|
23K
$1.08M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-144- 0.62% |
$4.29K - $5.53K
|
23K
$1.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-146- 11.0% |
$4.35K - $5.61K
|
1.18K
$55.3K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-146- 0.27% |
$4.35K - $5.61K
|
53.1K
$2.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-150- 0.72% |
$4.47K - $5.76K
|
20.7K
$970K
|
|
|
Sep 18, 2023
Q4 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-150- 0.49% |
$4.47K - $5.76K
|
30.7K
$1.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-153- 36.6% |
$4.55K - $5.88K
|
265
$12.4K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-153- 45.81% |
$4.55K - $5.88K
|
181
$8.48K
|
|
|
Jan 11, 2023
Q4 2022
|
Sara Bay Financial
|
SELL
|
- |
-155- 1.46% |
$4.61K - $5.95K
|
10.5K
$491K
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
SELL
|
- |
-155- 0.33% |
$4.61K - $5.95K
|
47.1K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-156- 3.5% |
$4.64K - $5.99K
|
4.3K
$201K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-157- 1.99% |
$4.67K - $6.03K
|
7.72K
$362K
|
|
|
Feb 09, 2023
Q4 2022
|
Miramar Capital, LLC
|
SELL
|
- |
-165- 0.52% |
$4.91K - $6.34K
|
31.3K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-166- 0.71% |
$4.94K - $6.38K
|
23.1K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-168- 0.85% |
$5K - $6.45K
|
19.6K
$918K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-170- 3.43% |
$5.06K - $6.53K
|
4.79K
$224K
|
|
|
Feb 17, 2023
Q4 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-174- 0.05% |
$5.18K - $6.68K
|
340K
$15.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Sippican Capital Advisors
|
SELL
|
- |
-175- 0.71% |
$5.21K - $6.72K
|
24.5K
$1.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-179- 1.68% |
$5.33K - $6.88K
|
10.5K
$492K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-181- 1.89% |
$5.39K - $6.95K
|
9.39K
$440K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-184- 1.11% |
$5.48K - $7.07K
|
16.4K
$769K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-185- 0.14% |
$5.51K - $7.11K
|
133K
$6.23M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-187- 0.84% |
$5.57K - $7.18K
|
22.1K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-193- 6.05% |
$5.75K - $7.41K
|
3K
$140K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-196- 0.73% |
$5.83K - $7.53K
|
26.5K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-196- 0.12% |
$5.83K - $7.53K
|
159K
$7.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-197- 9.49% |
$5.86K - $7.57K
|
1.88K
$88K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-198- 2.93% |
$5.89K - $7.61K
|
6.56K
$307K
|